Remote Family Protection Advisor

Lever, Inc.; Colorado Springs (CO); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and stay engaged with the relationship after the first meeting. This role includes administrative duties like recording notes, scheduling appointments, and maintaining CRM hygiene.

Training is provided, with opportunities for advancement. Interviews are conducted on Zoom, and the position supports a work-from-home setup with no cold calling involved.

Qualifications

• Traits that translate to client-facing virtual consultations: strong communication and relationship skills.
• Ability to manage notes, appointments, and maintain CRM hygiene.

Responsibilities

• Conduct virtual consultations to assess needs and present options.
• Nurture client relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera presence

Competitive

Tools

CRM

Zoom

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and stay engaged with the relationship after the first meeting. This role includes administrative duties like recording notes, scheduling appointments, and maintaining CRM hygiene.

Training is provided, with opportunities for advancement. Interviews are conducted on Zoom, and the position supports a work-from-home setup with no cold calling involved.